Think of Enterprise Hierarchy as how your organization maps itself (tree structure) in Social. How you set up your hierarchy will affect how you target suggested content to specific departments/regions, filter compliance alert reviews, align internal personnel, and analyze social media metrics and data.
As a best practice, we recommend keeping your Hierarchy simple and design as few as possible to ease ongoing maintenance. The design of the Hierarchy should be focused on these four drivers:
- Administration: Assign regional administrators
- Marketing Content: Target content to specific users
- Compliance Monitoring: Set compliance rules for different users
- Analytics: Drill down into metrics for specific sub-regions
Please Note:
* A Regional Administrator can only be assigned to ONE Hierarchy, not multiple
** Content will go to ALL USERS within the specified Sub-Regions
To learn more, click on the desired section.
Setting Up Your Enterprise Hierarchy
Setting Up Your Enterprise Hierarchy (Old Experience)
Placing Workspace(s) within a Region(s) (Old Experience)
Setting Up Your Enterprise Hierarchy
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From the Administration view, select Organization > Hierarchy. Click the drop-down below "Hierarchy Management" and select + Create new hierarchy.
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Select the square for the untitled hierarchy to see the hierarchy details. This is where you will see abt workspaces that are included. Click the pencil icon next to the hierarchy name to edit the name. You can also update the reference ID using the same method.
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Scroll to the bottom of the hierarchy details and select + Add Subregion.
- To view the details and update the name of a subregion, click the subregion square in the map and follow the process in step 2.
Setting Up Your Enterprise Hierarchy (Old Experience)
1. From the Administration view, select Organization > Hierarchy. From the Enterprise Hierarchy section, select Open Hierarchy Manager.
2. Scroll to the bottom, enter the hierarchy name, then click Add.
3. Add sub-divisions to the region/department by selecting that region and repeating the process in Step 2.
4. Manage each hierarchy by using the Rename, Edit Reference ID, and Delete options.
Note: You cannot delete a region once it has users in it.
During the implementation process, your CSM can help walk you through the hierarchy setup.
Placing Workspace(s) within a Region(s) (Old Experience)
1. From the Administration view, select Organization > Hierarchy. From the Workspace Management section, select Open Workspace Manager.
2. Hierarchies are listed horizontally and workspaces are listed vertically. If needed, search for the workspace in the top-left corner of the window. Once you've located the workspace, click the grey box to display available regions. Select the region or click "Unassign" to remove the assignment. Then click Save.
Note: To learn more about workspaces see What is a Workspace